The principal aim of the course is to enable participants to use Microsoft Excel® to prepare logical and easy-to-use financial models to support transactions, forecasts and planning for ongoing business needs. The course will review best practice in model structures and logic, and use tools to highlight areas of risk, particularly in sensitivity analysis.

Methodology

Practical exercises enable a deeper and more effective building of skills. Each section will be covered as a module in the traditional class style, but the real learning experience will be found in the exercises within each module. Suggested solutions to each exercise will be provided and discussed, and delegates will be encouraged to review their work independently. This will ensure you leave the course ready to apply your new knowledge.

Who should attend this training course

Financial analysts

Finance managers

Bank economists

Relationship managers

Corporate accountants

Model auditors

Credit analysts

Financial controllers

Vice Presidents finance

Computer-based Exercises

All delegates should bring a laptop loaded with Microsoft Excel® 2003 or later, and with a CD drive or USB port to facilitate in-class studies and exercises.

Take away - By the end of this 3-day course, delegates will receive:

Comprehensive course notes

Copies of all slides from presentations during the course

Worked examples of financial modelling techniques used during the course

Exercises tackled during the course, with model answers for each

Further exercises not done during the course, with model answers for each

Venue:

Attendance Fee:

Facilitators:

The course director has over 20 years’ experience in a wide range of roles in finance. With an extensive accounting background he brings accounting knowledge and analytical skills to transactions and financial modelling.